Full View of All Contacts and Accounts
With TripMatrix Contacts and Accounts module, you can manage all customer data in one place. The module allows you to add a new contact or account with just a few clicks. Modern-looking 360-degree dashboard and smart search feature allows you to quickly filter your contacts.
Key Contact and Account Features and Functionalities
Contact List
- List of all contacts and profiles
- Contact information (phone number, email)
- Smart search feature
- Easy way to modify and select columns
Contact List
Create New Contact
- Easy way to create a new contact
- Enter mandatory fields (salutation, first name, last name, email)
- Select ‘’Owner’’ of the contact
- Click “Save” and add to the contact list
Create a new contact
Contact Details View
- 360-degree customer information overview
- Contact details, contact information, and address
- Overview of all upcoming, overdue, and completed activities
- View offers, bookings, and their statuses
- Option to add notes and comments
Contact details page
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